Client Services and Wealth Ops Leader
Job in
Wayne, Delaware County, Pennsylvania, 19087, USA
Listed on 2026-08-06
Listing for:
AG Foundry - Recruiting & Staffing
Full Time
position Listed on 2026-08-06
Job specializations:
-
Management
Regulatory Compliance Specialist, Project & Program Management, Wealth Management -
Finance & Banking
Regulatory Compliance Specialist, Wealth Management
Job Description & How to Apply Below
AG Foundry - Recruiting & Staffing seeks an organised operations leader to oversee a fiduciary financial advisory firm's Client Services team. You will manage onboarding, advisor support, compliance coordination, and retirement plan service delivery to build scalable systems that empower advisors and staff.
Responsibilities include leading client experience, documenting workflows, coordinating plan onboarding, and improving processes while ensuring regulatory alignment and strong client service
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